Cross-sell intelligence for independent agencies
Find the revenue already sitting in your book.
BookRoundr scores every customer in your book, puts a prioritized call list on your producers' desks every week, tracks what closes, and gets smarter every month.
The Problem
Independent agencies are facing pressure from every direction. Carriers going direct, insurtechs undercutting on price, and 750+ agency acquisitions last year alone. The agencies that survive won't be the ones who panic. They'll be the ones who fix the relationship.
Every agency knows they should cross-sell. Almost none actually do.
The cross-sell initiative dies the same way every time — someone says “we should really be doing more cross-selling,” a list gets pulled once, a few calls get made, then it falls off because everyone's busy servicing renewals and quoting new business.
The problem isn't awareness. It's execution. No one has time to build the list, research the customers, write the scripts, assign the work, and follow up — every single week, without fail.
of a typical agency's book is single-policy customers
follow-ups tracked
list pulled per year
bundled
single-policy
Bundled customers renew at 91%. Single-policy customers? 67%. The math isn't complicated.
That's not a people problem. That's a workflow problem.
How It Works
Score. Sell. Repeat. Every week, automatically.
The goal isn't to sell one more policy. It's to move every customer toward three.
Score Your Book
Every customer is analyzed for coverage gaps, timing signals, and reachability. Each one is ranked: HOT, WARM, COOL, or COLD.
Dispatch to Producers
Top-priority leads become CRM tasks — assigned to the right producer with a personalized call script and full customer context.
Track What Closes
Every lead is tracked to outcome. Won, lost, stale, or still in progress. No more wondering how cross-selling is going.
Get Smarter Every Month
The system reviews what worked — across producers, products, and timing. The scoring recalibrates. The leads get warmer.
The Experience
Monday morning, the work is just... there.
Your producers open their CRM and there are tasks waiting. Each task tells them who to call, why, and what to say. They didn't ask for it. It just appeared. They work the list like they'd work any other task.
Your agency owner sees pipeline activity without asking anyone. Cross-selling isn't a project anymore. It's just how the agency operates.
Sarah Mitchell
Recommended Product
Homeowners Insurance
Call Script
“Hi Sarah, this is [Producer] from [Agency]. I noticed you've been with us on your auto policy since 2019 and I wanted to check — are you bundling your home insurance with us? We might be able to save you...”
Assigned to
Jake Reynolds
Due
Mon, Mar 10
The Difference
Not another report. Not another tool to learn.
Someone pulls a list once. It sits in a spreadsheet.
Every customer scored and ranked. The list rebuilds itself weekly.
Producers told to "make some cross-sell calls when you have time."
Specific tasks with scripts, context, and due dates in their existing CRM.
Nobody tracks what happens. The initiative dies.
Every lead tracked to outcome. Wins, losses, and stale leads accounted for.
Same generic approach for every agency, every quarter.
The system learns what works at your agency and recalibrates monthly.
Agency owner asks "how's cross-selling going?" and gets a shrug.
Owner knows exactly how many leads dispatched, calls made, and policies written.
Customers leave after one bad renewal because there's nothing else tying them to you.
Every new policy you write for an existing customer makes them harder to lose. Not because you're locking them in — because you're making yourself indispensable.
Your book has gaps.
Let's find them.
BookRoundr is onboarding a limited number of agencies for early access. Join the waitlist and we'll show you what's sitting in your book.
No software to learn
Tasks appear in your existing CRM. Producers work them like any other task.
Built by agency operators
We understand the workflow because we've lived it. Not a vendor pitch.
Results in weeks, not months
Your first scored leads and dispatched tasks ship within the first week.